Kristi's Team

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Kristi Chun, FSCP®, CLTC®, CFP®

Partner & Financial Adviser

CA Insurance License Number # 0L74431


Born and raised in Kaneohe, Kristi has made it her mission to serve the people of Hawaii by helping them achieve their most important financial milestones. As a fourth-generation local girl, she is passionate about working with others who call Hawaii ‘home’.

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Kristi understands the unique landscape of her home state, including its distinctive economy, real estate, and job markets. She is dedicated to helping clients with their specific planning needs, while navigating the challenges and opportunities we all face living here. Hawaii has taught her many things, but none more impactful than the importance of community, relationships, and family values. With this in mind, she treats all of her clients like family.

Whether you are purchasing a home, looking toward retirement, or planning for college, her holistic common-sense approach can help you organize, navigate, and translate this complex financial world. In addition, she strives to integrate and optimize all areas of the financial decision-making process, coordinating a team of professionals to further support your financial journey.

After graduating from Castle High School and the University of Hawaii at Manoa, Kristi received advanced financial training from The American College of Financial Services, as well as her CERTIFIED FINANCIAL PLANNERTM certification. Today, she is one of just over 300 CFP® professionals in Hawaii.

She has been a leader in her industry since starting her career in 2006, earning consecutive company awards. Kristi is both a Lifetime and Qualifying Court of the Table Member of the Million Dollar Round Table* and holds several licenses across the country, including life and health insurance licenses and FINRA Series 6, 7, 63, and 66 registrations.

Kristi and her family currently live in Honolulu. When away from the office, she loves to spend as much time as she can with her husband and son, taking advantage of all Hawaii has to offer, including the beaches, hiking, and enjoying all of Hawaii's ono food.

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  • Million Dollar Round Table Lifetime Member*
  • Million Dollar Round Table Court of the Table Member* (2021, 2022)
  • Million Dollar Round Table Qualifying Member* (2012 - 2020)
  • New York Life President's Council Qualifier** (2012 - 2018, 2020, 2021)
  • New York Life Executive Council Qualifier** (2010-2011, 2019)
  • New York Life Scholastic Awards Judge (2017, 2018)
  • New York Life Life All-Stars Award# (2010 - 2017)
  • New York Life Foundation Community Impact Grant Recipient (2014)
  • New York Life Annuity Champion# (2011 - 2013)
  • New York Life Long-Term Care Circle of Champions Member# (2011, 2013)
  • New York Life New Agent Case Rate Leader of the Year# (2009)
  • New York Life Quality Council Qualifier# (2009)
  • FSCP® Designation Since 2021
  • CLTC® Designation Since 2021
  • CFP® Certificant Since 2016
  • LUTCF® Designation Since 2010
  • Registered Representative for NYLIFE Securities LLC Since 2007
  • Agent with New York Life Insurance Company Since 2006


Kristi is committed to advocating for her clients and industry. She has served as New York Life's Political Involvement Leader, is an active member of the YAT (Young Advisory Team), and for years, played an integral part of NAIFA (National Association of Insurance and Financial Advisors) before taking a step back from her board member position. As a former member of the Rotary Club of West Honolulu, Kristi also spent years learning how to create change on a local and global scale. A skill she continues to practice to this day.

*As of December 2021.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

**Council is an annual company recognition program based on agent production from July 1-June 30.

#Sales achievement awards.


Photo of Amanda Lui

Amanda Lui

Client Experience Manager

Amanda was born and raised in Honolulu, Hawaii. She graduated from Henry J. Kaiser High School and the University of Hawaii at Manoa. While at UH, she attended the Shidler College of Business. Majoring in Marketing, International Business, and minoring in English, has taught Amanda that communication and a client-centered mentality is key in any successful business. She currently serves as Kristi’s Operations Manager. On her days off, Amanda loves traveling, hiking, and spending time with her family.

(808) 547-2473 Business
(808) 599-1869 Fax


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Davies Pacific Center


Located in downtown Honolulu in the Davies Pacific Center:

Directions to parking (On Alakea Street)
Note: Clearance 6’ 1”

H-1 Eastbound:

  1. Exit at Pali Highway off-ramp (stay right heading downtown)
  2. Continue onto Bishop Street
  3. Left at Queen Street.
  4. Left at Alakea (stay in left lane)
  5. Left into Davies Pacific Center parking garage

H-1 Westbound:

  1. Exit at Vineyard Street off-ramp
  2. Left at Pali Highway
  3. Continue onto Bishop Street
  4. Left at Queen Street
  5. Left at Alakea (stay in left lane)
  6. Left into Davies Pacific Center parking garage

Nimitz Highway:

  1. Left at Alakea (stay in left lane)
  2. After Queen Street, Left into Davies Pacific Center parking garage

Kristi is licensed and services clients in these states.

map of where Kristi Chun does business